HAWTHORNE WELLMAN FINANCIAL PLANNING, LLC

HAWTHORNE WELLMAN FINANCIAL PLANNING, LLC is an SEC-registered investment adviser (CRD 318685). Regulatory assets under management: $75K.

Registration

• CRD: 318685
• Type: Registered investment adviser
• Phone: 617-758-8151
• Latest filing: 2026-03-17
• Regulatory AUM: $75K
• Discretionary AUM: $75K
• Clients: 1
• Accounts: 2

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 318685 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search